Club Index›CA›SAAN

MoreRankings The Ledger Methodpublic IRS Form 990 records

The Annual Register

Country Club Intel

The Annual Register

Country Club Intel

Data from public IRS Form 990 · ProPublica Nonprofit Explorer

SAAN501(c)(7) · MEDIUMNAICS 713910EIN 95-1190050

Santa Ana Country Club

Santa Ana, CA · founded 1935

13 filings on recordFY 2011–2023medium confidence

Compare to peers →

FY23 Total Revenue

$11.34M

▲ 16.5% YoY

FY23 Total Expenses

$11.23M

▲ 12.3% YoY

Operating Margin

0.9%

revenue minus expenses ÷ revenue

Employees

133

headcount as reported on filing

The Five-Year Picture

FY2019 — FY2023 · as filed

Revenue

$11.3M

▲ 21.6% / 5y

Expenses

$11.2M

▲ 17.1% / 5y

Total Assets

$24.3M

▲ 36.8% / 5y

Total Liabilities

$12.4M

▲ 29.3% / 5y

Year-on-year detail

from IRS Form 990

Line	FY19	FY20	FY21	FY22	FY23	Δ total
Revenue	$9.3M	$12.2M	$12.2M	$9.7M	$11.3M	+21.6%
Expenses	$9.6M	$8.8M	$8.8M	$10.0M	$11.2M	+17.1%
Net surplus	-$262K	$3.5M	$3.5M	-$271K	$107K	-140.9%
Total assets	$17.8M	$25.0M	$25.0M	$24.1M	$24.3M	+36.8%
Total liabilities	$9.6M	$13.0M	$13.0M	$12.3M	$12.4M	+29.3%
Net assets	$8.2M	$12.1M	$12.1M	$11.8M	$11.9M	+45.6%

Officer & staff compensation

FY23 · from IRS Form 990

Officer · Employee	Reportable	Other
ROB TANAKA General Manager· 40h/wk	$379,687	—
DANIEL CRUISE Golf Course Superintendent· 40h/wk	$291,856	—
GEOFFREY COCHRANE Head Golf Professional· 40h/wk	$219,402	—
DEAN LIUZZI Controller· 40h/wk	$158,892	—
ROBERT J FINALET Executive Chef· 40h/wk	$158,493	—
NICHOLAS G KUMPIS 1ST ASSIST GOF PRO· 40h/wk	$118,818	—

+ 11 unpaid officers/directors as reported (DANIEL R DILLON, DR RICHARD F AFABLE, JAY D AXELSON, +8 more)

Top contractors

FY23 · vendors paid $100k+ as reported

No contractors reported.

Revenue by activity

FY23 · dues, greens fees, dining, and other sources

Line item	Amount
MEMBERSHIP DUES	$8,184,678
CAPITAL FUNDING	$1,179,836
INITIATION FEES	$965,189
GREEN & TOURNAMENT FEES	$760,454
GOLF CART RENTAL	$266,332

Balance sheet & capital

FY23 · IRS Form 990, Part X

Mortgages & notes payable

$9.9M

▼ $588K paid down

Net land, buildings & equipment

$16.8M

book value, net of depreciation

Facility age

54%

accumulated depreciation ÷ cost — higher = older plant

Debt over time

Mortgages & notes payable is the club’s reported long-term debt. A year-over-year rise typically signals a capital project being financed; a fall signals deleveraging. A dash marks a line the filing did not report — not a zero.

Operating expenses

FY23 · Form 990, Part IX

Insurance	$213,187
Depreciation & depletion	$1,699,141
Legal fees	$84,043

Selected functional-expense lines as itemized on Form 990, Part IX. A reported management-fee line indicates the club pays an outside management company. Lines the filing left blank are omitted.

Retirement & benefit plans

DOL Form 5500 · plan sponsors

SANTA ANA COUNTRY CLUB 401(K) PLAN

pension · 86 participants · $5.5M assets · FY2024

Retirement and welfare plans the club sponsors, from its DOL Form 5500 filing. Listed providers are the recordkeepers, insurers, and advisors paid $5,000 or more (Schedule C) — the incumbent benefits vendors.

SFounded in 1935, Santa Ana Country Club reported $11.34M of revenue for FY23, at an operating margin of 0.9%. Revenue moved up 16.5% against the prior posted return. Every figure on this page is drawn from the club’s Form 990 as filed; a dash marks a value the filing did not report.

Source documents

▸ Form 990, FY2023 · period ending Sun Dec 31 2023 00:00:00 GMT+0000 (Coordinated Universal Time)

▸ Form 990, FY2022 · period ending Sat Dec 31 2022 00:00:00 GMT+0000 (Coordinated Universal Time)

▸ Form 990, FY2021 · period ending Fri Dec 31 2021 00:00:00 GMT+0000 (Coordinated Universal Time)

+ 10 more · via ProPublica

The Quarterly · free